Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,969 | $48,313+150.4% | $73,309+65.0% | $52,331+131.2% |
| Participation rate | 99.6% | 68.6%+31.0pp | 74.9%+24.7pp | 68.1%+31.5pp |
| Annual return | 7.34% | 3.85%+3.5pp | 5.67%+1.7pp | 4.54%+2.8pp |
| Employer contribution / active EE | $4,261 | $1,661+156.5% | $3,237+31.6% | $1,882+126.5% |
| Participant deferral / active EE | $0 | $4,189-100.0% | $4,991-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $404-100.0% | $5,635-100.0% | $592-100.0% |